KDT Advisors, LLC
CIK 2054458 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $72.3M
- ポジション
- 73
- 時点
- 2026年6月30日
13F価値別で9,443件中 #8,561 位 · 90.7% トップ
ポートフォリオ価値 前期比: +15.1% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 47.59%
- 上位25銘柄のウェイト
- 69.21%
- 1%超のポジション
- 29
- 実効ポジション数
- 24.8
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 1.8% 推定買付額 $4,397,074 · 推定売付額 $1,213,721
保有期間中央値: 5.0 四半期 追跡期間 Q2 2025–Q2 2026 · 85.9% はまだ保有
- 新規ポジション
- 7
- 増加
- 39
- 減少
- 2
- クローズ
- 3
このページについて
セクター別内訳
Technology
17.0%
Communication Services
7.1%
Industrials
6.9%
Healthcare
5.3%
Energy
4.2%
Financial Services
3.4%
Consumer Staples
2.6%
Materials
2.3%
Communications
2.1%
Consumer products
2.1%
Financials
1.7%
Retail
1.6%
Consumer Discretionary
1.4%
Real Estate
1.0%
Utilities
0.7%
その他/マッピングなし
40.7%
ポートフォリオ全体 73 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| VOO | $10,186,079 | 14.10% | 14,831 | $1,608,846 | 上昇 ×1 | ||
| AAPL Apple Inc. - Common Stock | $4,800,193 | 6.64% | 16,589 | $626,870 | 上昇 ×1 | ||
| VYM | $4,351,988 | 6.02% | 27,539 | $273,462 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,722,723 | 5.15% | 10,417 | $729,511 | 上昇 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2,523,853 | 3.49% | 6,766 | $98,129 | 上昇 ×1 | ||
| VIG | $2,352,003 | 3.25% | 9,940 | $214,307 | |||
| BRKB | $1,807,909 | 2.50% | 3,613 | $257,697 | 上昇 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,727,177 | 2.39% | 8,632 | $223,151 | 上昇 ×1 | ||
| VTI | $1,517,164 | 2.10% | 4,100 | $439,242 | 上昇 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1,400,645 | 1.94% | 5,515 | $77,002 | 上昇 ×3 | ||
| GLW Corning Incorporated Common Stock | $1,390,816 | 1.92% | 5,445 | $650,459 | |||
| XOM Exxon Mobil Corporation Common Stock | $1,323,313 | 1.83% | 9,679 | $-318,826 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,256,122 | 1.74% | 1,242 | $213,016 | 上昇 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,226,506 | 1.70% | 3,747 | $124,288 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $1,057,610 | 1.46% | 9,004 | $386,301 | 上昇 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,031,026 | 1.43% | 7,031 | $42,479 | 上昇 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1,010,710 | 1.40% | 10,590 | $385,602 | 上昇 ×1 | ||
| ORCL Oracle Corporation Common Stock | $996,609 | 1.38% | 6,799 | $27,301 | 上昇 ×3 | ||
| VEU | $980,294 | 1.36% | 11,705 | $101,248 | |||
| V Visa Inc. | $970,602 | 1.34% | 2,829 | $163,621 | 上昇 ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $955,521 | 1.32% | 8,659 | $-83,139 | 下落 ×2 | ||
| VBR | $886,914 | 1.23% | 3,650 | $93,951 | |||
| GEV GE Vernova Inc. Common Stock | $854,123 | 1.18% | 727 | $229,999 | 上昇 ×1 | ||
| CVX Chevron Corporation Common Stock | $847,199 | 1.17% | 5,111 | $-169,921 | 上昇 ×3 | ||
| UNP Union Pacific Corporation Common Stock | $833,680 | 1.15% | 3,065 | $113,826 | 上昇 ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $824,147 | 1.14% | 15,725 | $-2,359 | |||
| VGSH Vanguard Short-Term Treasury ETF | $819,456 | 1.13% | 14,080 | $-4,787 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $761,491 | 1.05% | 5,926 | $48,652 | |||
| RSP | $748,950 | 1.04% | 3,520 | $86,826 | 上昇 ×1 | ||
| PM Philip Morris International Inc Common Stock | $715,318 | 0.99% | 3,954 | $61,564 | |||
| CAT Caterpillar, Inc. Common Stock | $699,639 | 0.97% | 657 | $234,181 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $653,048 | 0.90% | 3,534 | $214,037 | 上昇 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $638,481 | 0.88% | 2,851 | $83,800 | 上昇 ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $631,015 | 0.87% | 7,685 | $-3,535 | |||
| URTH | $628,184 | 0.87% | 3,100 | $70,122 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $611,867 | 0.85% | 2,087 | $26,820 | 上昇 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $603,171 | 0.83% | 1,263 | $176,340 | |||
| VGK | $597,645 | 0.83% | 6,750 | $41,242 | |||
| MCD McDonald's Corporation Common Stock | $591,979 | 0.82% | 2,190 | $-60,991 | 上昇 ×3 | ||
| USAR USA Rare Earth, Inc. - Common Stock | $580,718 | 0.80% | 26,910 | 上昇 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $564,621 | 0.78% | 1,598 | $149,248 | 上昇 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $541,663 | 0.75% | 1,250 | $274,588 | |||
| LEN Lennar Corporation Class A Common Stock | $504,753 | 0.70% | 5,578 | $65,082 | 上昇 ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $495,637 | 0.69% | 5,647 | $18,977 | 上昇 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $478,110 | 0.66% | 2,006 | $60,320 | |||
| OKE ONEOK, Inc. Common Stock | $457,826 | 0.63% | 5,266 | $64,629 | 上昇 ×3 | ||
| MO Altria Group, Inc. | $449,328 | 0.62% | 6,245 | $37,220 | |||
| ANET Arista Networks, Inc. Common Stock | $448,143 | 0.62% | 2,638 | $127,687 | 上昇 ×1 | ||
| RIO Rio Tinto Plc Common Stock | $447,215 | 0.62% | 4,711 | $13,323 | 上昇 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $428,762 | 0.59% | 3,675 | $-97,846 | 上昇 ×1 | ||
| SMH SMH | $419,770 | 0.58% | 640 | $174,394 | |||
| MRP Millrose Properties, Inc. Class A Common Stock | $410,213 | 0.57% | 13,651 | $34,985 | 上昇 ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $397,805 | 0.55% | 2,938 | $-48,964 | 上昇 ×2 | ||
| VLO Valero Energy Corporation Common Stock | $375,554 | 0.52% | 1,442 | $19,265 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $373,612 | 0.52% | 1,995 | $-19,842 | |||
| ABBV AbbVie Inc. Common Stock | $372,930 | 0.52% | 1,482 | $149,568 | 上昇 ×1 | ||
| ABT Abbott Laboratories Common Stock | $372,578 | 0.52% | 4,106 | $98,757 | 上昇 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $369,518 | 0.51% | 656 | $-5,799 | |||
| HD Home Depot, Inc. (The) Common Stock | $345,626 | 0.48% | 980 | $46,007 | 上昇 ×2 | ||
| EQIX Equinix, Inc. - Common Stock | $340,862 | 0.47% | 327 | $42,869 | 上昇 ×1 | ||
| WMT Walmart Inc. - Common Stock | $327,321 | 0.45% | 2,890 | $-31,848 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $321,995 | 0.45% | 5,567 | $1,113 | |||
| ODFL Old Dominion Freight Line, Inc. - Common Stock | $319,702 | 0.44% | 1,476 | $52,786 | 上昇 ×1 | ||
| 発行者不明 (CUSIP: 438516205) | $308,982 | 0.43% | 1,380 | 上昇 ×1 | |||
| 発行者不明 (CUSIP: 43849R105) | $305,090 | 0.42% | 1,380 | 上昇 ×1 | |||
| ZTS Zoetis Inc. Class A Common Stock | $299,656 | 0.41% | 4,170 | $-203,209 | 下落 ×2 | ||
| LENB | $258,501 | 0.36% | 2,914 | 上昇 ×1 | |||
| CMI Cummins Inc. Common Stock | $249,624 | 0.35% | 350 | 上昇 ×1 | |||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $247,194 | 0.34% | 2,840 | 上昇 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $244,518 | 0.34% | 9,960 | $-9,709 | 上昇 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $240,448 | 0.33% | 664 | $11,745 | 上昇 ×1 | ||
| GLD | $217,713 | 0.30% | 591 | ||||
| NFLX Netflix, Inc. - Common Stock | $210,273 | 0.29% | 2,945 | $-59,909 | 上昇 ×4 | ||
| 一致なし | |||||||
確信度保有銘柄
3四半期以上連続でポジションが増加しました。
株式数は13F提出書類に基づく（株式分割調整なし）
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| APH | 2026年3月31日 | 6,250 | $844,625 | 21.6% |
| HON | 2026年6月30日 | 2,755 | $622,713 | -1.2% |
| SGOV | 2026年3月31日 | 5,900 | $592,242 | -0.1% |
| GLD | 2026年3月31日 | 1,235 | $489,443 | 追跡終了 |
| ASML | 2025年12月31日 | 418 | $406,179 | 63.9% |
| SBUX | 2025年9月30日 | 4,133 | $378,707 | 24.5% |
| KMB | 2025年9月30日 | 2,740 | $353,241 | -12.2% |
| PEP | 2025年9月30日 | 2,365 | $312,275 | 1.2% |
| CRM | 2025年9月30日 | 1,117 | $304,595 | -13.2% |
| NKE | 2025年9月30日 | 4,010 | $284,870 | -41.8% |
| INTU | 2026年6月30日 | 594 | $256,834 | 38.7% |
| TRI | 2026年6月30日 | 2,727 | $245,375 | 30.7% |
| HD | 2025年9月30日 | 664 | $243,449 | -16.6% |
| CRM | 2026年3月31日 | 838 | $221,995 | 10.2% |
| ECL | 2025年9月30日 | 800 | $215,552 | 3.9% |
| UNH | 2025年9月30日 | 685 | $213,699 | 13.6% |